Position Details
About this role
Branch Office Administrator provides essential administrative support to financial advisors, handling client accounts and communications while executing branch plans and marketing activities.
Key Responsibilities
- Deliver exceptional personalized service to clients
- Support annual business planning
- Identify client needs for additional services
- Drive marketing activities such as events
Technical Overview
Technical scope includes MoneyGuide, Salesforce, and Microsoft Office tools for client management and operations
Ideal Candidate
The ideal candidate is an entry-level BOA focused on delivering exceptional client service while supporting advisers with administrative and operational tasks. Familiarity with MoneyGuide, Salesforce, and Microsoft Office is preferred.
Must-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
No experience with MoneyGuide/Salesforce/M Microsoft Office, Not authorized to work in the US
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